Select Page
Qualcomm: Now that’s a surprise

Qualcomm: Now that’s a surprise

Update July 21. After the close of the market yesterday, July 20, Qualcomm (QCOM), the biggest maker of chips that run mobile phones, reported net income of 97 cent a share for the quarter that ended on June 26. That beat the 73 cents a share earned in June quarter of...
U.S. stocks pause ahead of earnings

U.S. stocks pause ahead of earnings

Not terribly surprising that U.S. stocks are meandering in slightly negative territory today after busting out to new all-time highs. (The Standard & Poor’s 500 stock index was off 0.09% at the close in New York.) We’re about to head into the meat of...

Update ASML Holding (ASML)

The semiconductor equipment race is heating up even faster than I laid out in my January 14 post on Intel http://jubakpicks.com/2011/01/18/the-chip-war-thats-bad-for-intel-is-good-for-the-shares-of-chip-equipment-makers/ Samsung Electronics, perhaps Intel’s biggest...

Update Aixtron (AIXG)

Shares of Aixtron (AIXG) have moved up quite nicely since mid-December on reports that China’s LED industry will install 700 to 800 units of the metal organic chemical vapor deposition machines (known as MOCVD to their friends) that Aixtron makes. That, according to...

Buy Aixtron (AIXG)

I’ve been looking to buy Aixtron (AIXG) on a dip to $32 or lower. Well, today I got my price. As I’m writing this at 12:30 New York time, the ADRs of the maker of equipment for depositing the thin layers that make up chips, display screens, LEDs, and solar cells are...

Update ASML Holding (ASML)

No real surprise that shares of ASML Holding (ASML) have paused in the last few days. European stocks—and ASML is headquartered in Veldhoven Netherlands, have been under pressure from the renewal of the euro debt crisis. Cisco Systems (CSCO) disappointing guidance on...

Update Cisco Systems (CSCO)

Can Cisco Systems (CSCO) stage a comeback? At first (and probably second and third glances too) that seems a ludicrous question. We’re talking Cisco here. The gorilla so big that other gorillas make room in the bamboo. But Cisco’s results for the first quarter of...

Update ASML Holdings (ASML)

I’ve been waiting to see what ASML Holdings (ASML) competitor Veeco Instruments (VECO) would report on July 26. ASML Holdings reported on July 14, the same day as Intel (INTC) and I didn’t want to up my target for ASML Holdings simply out of enthusiasm for Intel’s...

Update Intel (INTC)

Sales of server chips were up 170% in the second quarter of 2010 from the second quarter of 2009, Intel (INTC) announced last night (July 13) when the company reported earnings. When I last updated this stock back in April after the company announced first quarter...

Sell Microsoft (MSFT)

I’m going to take advantage of the half-hearted bounce this week to sell Microsoft (MSFT) out of Jubak’s Picks. (For more on this bounce, see my post http://jubakpicks.com/2010/06/10/return-of-son-of-bounce/ ) The stock has not performed well on up days for the market...